CWM, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1535847 OMAHA, NE

Position in VLO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$11,514,175

+$4,360,206 QoQ

Shares Held

46,601

+6.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Energy · as of Mar 31, 2026

CWM, LLC holds $55,311,095 across 16 Oil & Gas Refining & Marketing names. VLO ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	136,709	$24,905,645
2	VLO	Valero Energy Corp/Tx This page	46,601	$11,514,175
3	DINO	HF Sinclair Corp	141,105	$8,803,540
4	MPC	Marathon Petroleum Corp	22,749	$5,554,850
5	PBF	PBF Energy Inc.	44,604	$2,124,042
6	PARR	Par Pacific Holdings, Inc.	18,369	$1,150,634
7	DK	Delek US Holdings, Inc.	7,588	$341,991
8	WKC	World Kinect Corp	13,694	$315,920

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,514,175	46,601	+6.0%	Shares	Sole	2026-05-14
2025-12-31	$7,153,969	43,946	-6.5%	Shares	Sole	2026-01-26
2025-09-30	$8,001,709	46,997	+9.3%	Shares	Sole	2025-10-15
2025-06-30	$5,779,925	42,999	+8.5%	Shares	Sole	2025-07-25
2025-03-31	$5,235,915	39,645	+61.3%	Shares	Sole	2025-05-01
2024-12-31	$3,013,507	24,582	+70.9%	Shares	Sole	2025-02-04
2024-09-30	$1,942,001	14,382	-21.0%	Shares	Sole	2024-10-08
2024-06-30	$2,852,248	18,195	+20.9%	Shares	Sole	2024-07-10
2024-03-31	$2,569,055	15,051	+21.0%	Shares	Sole	2024-04-05
2023-12-31	$1,617,590	12,443	+6.6%	Shares	Sole	2024-02-01
2023-09-30	$1,653,613	11,669	+16.0%	Shares	Sole	2023-10-11
2023-06-30	$1,179,920	10,059	+12.1%	Shares	Sole	2023-08-03
2023-03-31	$1,252,491	8,972	+10.4%	Shares	Sole	2023-05-01
2022-12-31	$1,031,118	8,128	+8.5%	Shares	Sole	2023-02-01
2022-09-30	$800,627	7,493	-2.2%	Shares	Sole	2022-10-27
2022-06-30	$814,529	7,664	+30.3%	Shares	Sole	2022-07-28
2022-03-31	$597,461	5,884	+21.3%	Shares	Sole	2022-04-21
2021-12-31	$364,208	4,849	+0.3%	Shares	Sole	2022-01-31
2021-06-30	$377,438	4,834	0.0%	Shares	Sole	2021-09-15
2021-03-31	$346,114	4,834	0.0%	Shares	Sole	2021-09-15
2020-12-31	$273,459	4,834	0.0%	Shares	Sole	2021-09-15
2020-09-30	$209,408	4,834	0.0%	Shares	Sole	2021-09-15
2020-06-30	$284,335	4,834	0.0%	Shares	Sole	2021-09-15
2020-03-31	$219,270	4,834	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.